A complete list of active advisors currently associated with Tailored Wealth, LLC
Warmer can help you find a great advisor at Tailored Wealth, LLC or one who fits your needs even better.
Tailored Wealth, LLC is a Connecticut‑registered investment adviser with two advisors that offers discretionary investment management, written financial planning, and 3(21) retirement plan advisory services, and may refer clients to or implement strategies through unaffiliated sub‑advisors. The firm uses an asset‑based (percentage‑of‑AUM) fee model for portfolio management and also provides standalone financial planning engagements and retirement plan consulting as described in its Form ADV. The firm’s investment approach emphasizes customized, low‑cost, diversified portfolios constructed primarily from mutual funds and exchange‑traded funds, employing both fundamental and technical analysis with a generally long‑term orientation while retaining the flexibility to trade for rebalancing or client needs. Tailored Wealth implements discretionary management, may retain legacy positions for tax or fit reasons, and may delegate day‑to‑day portfolio management and back‑office technology to a sub‑advisor while maintaining overall oversight and responsibility for client objectives. Noteworthy disclosures in the brochure include that Tailored Wealth is newly registered and currently reports no client accounts or assets under management, and that it generally expects a minimum relationship size (typically $500,000, subject to waiver), which may inform the types of client engagements it pursues. The firm also discloses a temporary dual affiliation to assist client transitions and a separate, limited insurance practice that generates commission income—items the adviser identifies in its Code of Ethics and other disclosures as potential conflicts it seeks to manage.
To learn more about the advisors currently working at Tailored Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fairfield, CT
| 9
| |
Fairfield, CT
| 19
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)